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Gain the assurance you need to take greater control of your finances

Talk to me and you’ll receive expert guidance on personal finance to reduce stress and improve your financial well-being. I bring more than 19 years of experience in financial services, including working for Fidelity Investments and John Hancock, to one-on-one appointments with UK employees.

Certified financial planners are held to strict ethical standards to ensure financial planning recommendations are in your best interest.